Migrating to Secure Virtual Review

Complete guide to seamlessly transitioning your on-premise review to Secure Virtual Review

  • Access high quality, lower cost reviewer resources by expanding geographic reach
  • Achieve faster project ramp times with an expanded available reviewer database
  • Locate & retain reviewers with specialized expertise (IP / copyright, foreign language, specialized sciences, etc.)
  • Leverage top reviewer for enhanced capabilities like quality control, chronology building, or witness preparation

Learn more on Complete Review

Common Secure Virtual Review Migration Questions

What contingencies does Consilio have in place for current or future reviews if you need to close a review center due to COVID19?

  • In the event that telecommuting is required for specific offices or regions, Consilio’s Secure Virtual Review solution (PDF fact sheet) enables reviewers the ability to work virtually within a highly secured review environment from a remote location. Clients experience the same high-quality Consilio review- from proven workflows to robust reporting and quality checks – all managed by our highly experienced Review Managers.

If we leverage Secure Virtual Review, can I utilize my same review team?

  • Yes, if active projects transition to Secure Virtual Review, we will enable our clients’ trained, experienced review teams to continue on their current projects remotely without disruption.

How does Consilio ensure data security when reviewers are working virtually?

  • The applications and data that drive Secure Virtual Review are hosted on our secure, certified global data centers, not a reviewer’s local machine.  Reviewers log in through a virtualized Citrix client that is managed remotely.  Other data security features include:
  • Strict identity controls – Reviewers regularly verify their identity using advanced multi-factor authentication. A virtual review room is also established through Zoom with video and audio communication for monitoring and training purposes.
  • 100% audit ready – All activity (logins, logouts, user activity, disconnects, etc.) are centrally stored in our secure, ISO-certified data centers. Audits on these secured records can proactively identify any suspicious activity, providing an added layer of security.
  • Clear data separation – All users are allocated a unique and isolated remote virtual desktop session, further enhancing security and eliminating the potential for unauthorized access or data overlap.

Do reviewers utilize Consilio issued equipment for review?

  • No, our Secure Virtual Review workflow includes the use of personal computers with access to project materials only through our secure and encrypted Citrix connection.  Through Citrix and their remote desktop session, they will have access to an internal, closed-loop email account from which emails can only be sent to a Consilio domain. The remote desktop session will also allow access to our time entry system and a link to the workspace for a specific matter, for a specific period of time.  Within the Citrix environment, they are also disabled from ability to print, take screen shots and access other third-party applications.

Is Consilio able to monitor reviewer activity within the system?

  • Yes, Secure Virtual Review includes the ability to monitor all reviewer activity which is logged and can be audited, including usage time, productivity and coding decisions within the review platform. These metrics are monitored throughout the day by the Review Manager.

Are reviewers able to print, save or download materials from Relativity?

  • No, within the Citrix environment reviewers are disabled from the ability to print, save or download materials. Personal computers will not have blocked USB ports but within the Citrix profile, the ability to download and save materials from Relativity is disabled.

How does the workflow for Secure Virtual Review differ from a review onsite in a Consilio review center?

  • The workflow for Secure Virtual Review is the same as for projects conducted within our review centers. The primary difference is our enhanced security around identity verification and monitoring that could otherwise be done in person. We leverage a combination of monitoring software and audiovisual tools to interact and train our teams in a secure virtual environment.

How is reviewer productivity and accuracy managed?

  • Review managers monitor productivity and accuracy throughout the day by leveraging Consilio’s proven quality management approach. This approach includes real time monitoring of usage time, documents reviewed and the quality of review decisions. Virtual Zoom rooms are also utilized to provide feedback and organize interactive project updates.

What is Consilio doing to take precautions within the review centers as a result of COVID19?

  • In light of the rapidly developing situation, we are continually evaluating the procedures for our review offices and following recommendations made by the CDC and other global health organizations to take precautions to ensure the health and wellness of our reviewers and team members. These precautions include thorough cleaning of office sites on a more frequent basis, as well as stocking hand sanitizers and antibacterial wipes throughout the facility to clean shared surfaces and personal workspaces. In addition, any employees that are exhibiting symptoms, have been in contact with others that may have exhibited symptoms or have recently visited a high risk area are not permitted to return to the office and are asked to self-quarantine for 14 days or longer, depending on the latest recommendations from the CDC.

Simplified Secure Virtual Review Migration Process

The Secure Virtual Review Difference

  • Expert review teams - including subject matter experts or native language speakers are available to engage on projects quickly.
  • Highly experienced document review managers – licensed attorneys with extensive hands-on discovery experience – provide oversight and supervision of all resources, remote or co-located, ensuring that you get the best results possible.
  • In-depth, timely reporting showing the progress of a review, reviewer productivity, work product and quality control metrics.
  • Secure Virtual Review Technology
    • Strict identity controls - Remote reviewers regularly verify their identity using advanced multi-factor authentication, preventing unauthorized users or hackers from hijacking accounts.
    • 100% audit ready - All activity (logins, logouts, user activity, disconnects, etc.) are centrally stored in our secure, ISO-certified data centers. Audits on these secured records can locate any suspicious activity, providing an added layer of security.
    • Clear data separation - All users are allocated a unique and isolated remote desktop session, further enhancing security and eliminating the potential for data overlap between users.
    • Secure data hosting - Servers hosting client data are located on Consilio’s ISO-certified private data centers secured with multiple layers of physical and software controls and can only be accessed by authorized personnel.

Secure Virtual Review

Case Study

JD – PhD Required: Integrated On-Site and Secure Virtual Review

Client Challenge

  • A life sciences IP patent litigation review was initially staffed with attorneys having both relevant legal expertise and Master’s degrees in specific biomedical subject areas.
  • Six months into the review, the production of complex documents by opposing counsel required a Ph.D. level of subject matter expertise for accurate understanding and issue coding.
  • The combination of legal, academic, and Relativity document review specific knowledge challenged the traditional on-site model.
  • Finding the right experts with relevant legal, scientific, and Relativity expertise within commuting distance to an existing – or even a temporary review center would be an insurmountable hurdle, regardless of the client’s time and cost constraints.

Consilio Response

With client and outside counsel collaboration our teams implemented our Secure Virtual Review solution, which included:

  • Recruitment teams that identified, vetted, and selected 5 JD/Ph.D. candidates from five different states across the country, including CA, FL, OH, NJ, and NY.
  • Integrated the remote reviewers using a virtual desktop solution, with remote oversight and the same high level of security standards and data privacy restrictions governing their on-site review center colleagues.
  • Created specific workflows to ensure that higher-level documents were reviewed solely by the PhD-level attorneys.

Results Achieved

  • Consilio met the client’s needs and increased the quality and efficiency of the review by having the expertise to implement and manage both traditional on-site and secure remote review teams.
  • The JD-PhD reviewers were able to summarize and code tens of thousands of highly complex documents to improve the client’s preparation for witness deposition and motion practice.

Complete Review

Learn more about our complete review solution or discuss your specific needs with our experts.

Speak with an Expert:

Global Review Centers

North America

  • Atlanta, GA
  • Charlotte, NC
  • Chicago, IL
  • Dallas, TX
  • Detroit, MI
  • Houston, TX
  • Livonia, MI
  • Minneapolis, MN
  • Miramar, FL
  • New Orleans, LA
  • New York, NY
  • Raleigh, NC
  • St. Petersburg, FL
  • Washington, DC

Europe

  • Brussels, BE
  • Frankfurt, DE
  • London, UK

Asia Pacific (APAC)

  • Gurgaon, IN
  • Hong Kong, CN
  • Shanghai, CN
  • Tokyo, JP

Secure Remote Review or on-premise capabilities are additionally available

View all locations

Global Review Centers

North America

  • Atlanta, GA
  • Charlotte, NC
  • Chicago, IL
  • Dallas, TX
  • Detroit, MI
  • Houston, TX
  • Livonia, MI
  • Minneapolis, MN
  • Miramar, FL
  • New Orleans, LA
  • New York, NY
  • Raleigh, NC
  • St. Petersburg, FL
  • Washington, DC

Europe

  • Brussels, BE
  • Frankfurt, DE
  • London, UK

Asia Pacific (APAC)

  • Furgaon, IN
  • Hong Kong, CN
  • Shanghai, CN
  • Tokyo, JP

Secure Remote Review or on-premise capabilities are additionally available

View all locations

Insights on Complete Review

1 Nicholas M. Pace and Laura Zakaras, Where the Money Goes: Understanding Litigant Expenditures for Producing Electronic Discovery, at 41, available at http://www.rand.org/content/dam/rand/pubs/monographs/2012/RAND_MG1208.pdf (2012).